Regal Investment Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Regal Investment Advisors’s Portfolio MBWM Stock Details MBWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Sell	8,561 -1,999	-19%	-$105K	0.03%	468
2026 Q1	$533K	Hold	10,560	–	–	0.03%	415
2025 Q4	$508K	Sell	10,560 -2,940	-22%	-$136K	0.03%	421
2025 Q3	$608K	Hold	13,500	–	–	0.04%	347
2025 Q2	$627K	Hold	13,500	–	–	0.05%	309
2025 Q1	$586K	Hold	13,500	–	–	0.05%	292
2024 Q4	$601K	Hold	13,500	–	–	0.05%	294
2024 Q3	$590K	Hold	13,500	–	–	0.04%	322
2024 Q2	$548K	Hold	13,500	–	–	0.04%	337
2024 Q1	$520K	Hold	13,500	–	–	0.04%	356
2023 Q4	$545K	Hold	13,500	–	–	0.04%	311
2023 Q3	$417K	Sell	13,500 -3,752	-22%	-$123K	0.04%	323
2023 Q2	$477K	Buy	17,252 +35	+0.2%	+$970	0.04%	305
2023 Q1	$527K	Buy	17,217 +34	+0.2%	+$1.14K	0.05%	279
2022 Q4	$575K	Buy	17,183 +31	+0.2%	+$1.04K	0.06%	252
2022 Q3	$510K	Buy	17,152 +30	+0.2%	+$1K	0.05%	262
2022 Q2	$547K	Buy	17,122 +31	+0.2%	+$1K	0.06%	267
2022 Q1	$605K	Buy	17,091 +25	+0.1%	+$934	0.06%	280
2021 Q4	$598K	Sell	17,066 -620	-4%	-$21.6K	0.05%	308
2021 Q3	$566K	Sell	17,686 -964	-5%	-$29.9K	0.05%	318
2021 Q2	$563K	Buy	+18,650	New	+$594K	0.06%	313
2021 Q1	–	Sell	-16,603	Closed	-$451K	–	267
2020 Q4	$451K	Buy	+16,603	New	+$396K	0.05%	298

Other funds holding MBWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Regal Investment Advisors's MBWM Position: Q2 2026 in Review

Regal Investment Advisors reduced its Mercantile Bank Corp (MBWM) stake by 19% in Q2 2026, selling an estimated $105K and leaving 8,561 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #468.

Regal Investment Advisors first reported a position in MBWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $627K in Q2 2025. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.

Regal Investment Advisors held 8,561 shares of Mercantile Bank Corp worth $492K as of Q2 2026.
Regal Investment Advisors sold 1,999 Mercantile Bank Corp shares in Q2 2026, an estimated $105K.
Mercantile Bank Corp made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #468 holding.
Regal Investment Advisors first reported a position in Mercantile Bank Corp in Q4 2020 and has held it in 22 quarters since.
Regal Investment Advisors's Mercantile Bank Corp position peaked at $627K in Q2 2025.
207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.